FURP.ORG / PUBLIC DATA EXPLORER

ANN A MERGENS FOUNDATION INC

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Plain text ANN A MERGENS FOUNDATION INC. furp.org, nonprofit organization profile, tax years 2014–2024. https://furp.org/org/ann-a-mergens-foundation-inc-274113304. Retrieved 2026-10-22.

APA furp.org. (n.d.). ANN A MERGENS FOUNDATION INC [Nonprofit organization profile; tax years 2014–2024]. Retrieved October 22, 2026, from https://furp.org/org/ann-a-mergens-foundation-inc-274113304

MLA “ANN A MERGENS FOUNDATION INC.” furp.org, tax years 2014–2024, https://furp.org/org/ann-a-mergens-foundation-inc-274113304. Accessed 22 Oct. 2026.

Retrieved 2026-10-22; covers tax years 2014–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990PF · revenue $513K · expenses $466K · assets $6.2M

EIN
27-4113304
Address
PO BOX 3031, JUPITER, FL 33469-1000
NTEE code
T20
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date
February 2012 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
Yes: listed in IRS Publication 78 (private foundation) Pub 78 ↗
Foundation status
Private non-operating foundation
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

1 person paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Mary Mergens-Loughran PRESIDENT/TREAS. & EXEC. DIRECTOR2014-2024 $30,000$218,989 2

Officers and directors, no compensation reported

3 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Paul G Mergens VICE PRESIDENT2014-2024 2 $0 reported 2
William H Wiltshire SECRETARY2016-2024 2 $0 reported 2
Ann A Mergens 09114-121614 (former) SECRETARY2014 1 $0 reported 1

People by year

2024 · 3 people listed · 1 paid, $30K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARY MERGENS-LOUGHRAN PRESIDENT/TREAS. & EXEC. DIRECTOR7 $30,000-$0 $30,0002
PAUL G MERGENS VICE PRESIDENT2 $0-$0 $02
WILLIAM H WILTSHIRE SECRETARY2 $0-$0 $02
2023 · 3 people listed · 1 paid, $30K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARY MERGENS-LOUGHRAN PRESIDENT/TREAS. & EXEC. DIRECTOR7 $30,000-$0 $30,0002
PAUL G MERGENS VICE PRESIDENT2 $0-$0 $02
WILLIAM H WILTSHIRE SECRETARY2 $0-$0 $02
2022 · 3 people listed · 1 paid, $30K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARY MERGENS-LOUGHRAN PRESIDENT/TREAS. & EXEC. DIRECTOR7 $30,000-$0 $30,0002
PAUL G MERGENS VICE PRESIDENT2 $0-$0 $02
WILLIAM H WILTSHIRE SECRETARY2 $0-$0 $02
2021 · 3 people listed · 1 paid, $30K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Mary Mergens-Loughran Chair & Exec. Director7 $30,000-$0 $30,0002
Paul G Mergens Vice-President2 $0-$0 $02
William H Wiltshire Secretary2 $0-$0 $02
2020 · 3 people listed · 1 paid, $30K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Mary Mergens-Loughran President/Treasurer, Exec. Director7 $30,000-$0 $30,0002
Paul G Mergens Vice-President2 $0-$0 $02
William H Wiltshire Secretary2 $0-$0 $02
2019 · 3 people listed · 1 paid, $20K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Mary Mergens-Loughran President/Treasurer, Exec. Director5 $20,000-$0 $20,0002
Paul G Mergens Vice-President2 $0-$0 $02
William H Wiltshire Secretary2 $0-$0 $02
2018 · 3 people listed · 1 paid, $21K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Mary Mergens-Loughran President/Treasurer, Exec. Director5 $20,942-$0 $20,9422
Paul G Mergens Vice-President2 $0-$0 $02
William H Wiltshire Secretary2 $0-$0 $02
2017 · 3 people listed · 1 paid, $23K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARY MERGENS-LOUGHRAN PRESIDENT/TREASURER,5 $23,384-$0 $23,3842
PAUL G MERGENS Vice-President2 $0-$0 $02
WILLIAM H WILTSHIRE Secretary2 $0-$0 $02
2016 · 3 people listed · 1 paid, $5K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARY MERGENS-LOUGHRAN PRESIDENT/TREASURER,4 $4,663-$0 $4,6632
PAUL G MERGENS Vice-President2 $0-$0 $02
WILLIAM H WILTSHIRE Secretary2 $0-$0 $02
2015 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARY MERGENS-LOUGHRAN PRESIDENT & TREASURER4 $0-$0 $02
PAUL G MERGENS VICE PRESIDENT/SECRETARY2 $0-$0 $02
2014 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARY MERGENS-LOUGHRAN PRESIDENT & TREASURER4 $0-$0 $02
PAUL G MERGENS VICE PRESIDENT/SECRETARY2 $0-$0 $02
ANN A MERGENS 09114-121614 SECRETARY1 $0-$0 $01

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 10 grants to organizations · $345K
2023 · 10 grants to organizations · $285K
2022 · 10 grants to organizations · $255K
2021 · 10 grants to organizations · $280K
2020 · 12 grants to organizations · $340K
2019 · 12 grants to organizations · $255K
2018 · 13 grants to organizations · $270K
2017 · 14 grants to organizations · $375K
2016 · 13 grants to organizations · $370K
2015 · 9 grants to organizations · $261K
2014 · 1 grant to organizations · $52K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.

2016 · 1 contributor · $15K
#ContributorTypeCity, stateTotalNoncashSource
1 Ann A Mergens Family Trust Organization or other Milton, VT $14,667- Form 990PF Sch. B, 2016 · filing
2015 · 4 contributors · $6.2M
#ContributorTypeCity, stateTotalNoncashSource
2 ANN A MERGENS FAMILY IRREVOCABLE TR Person MILTON, VT $2,674,303- Form 990PF Sch. B, 2015 · filing
1 ANN A MERGENS FAMILY IRREVOCABLE TR Person MILTON, VT $2,537,465$2,537,465 Form 990PF Sch. B, 2015 · filing
3 ANN A MERGENS IRA DTD 10-5-90 Person MILTON, VT $956,391$956,391 Form 990PF Sch. B, 2015 · filing
4 ANN A MERGENS IRA DTD 10-5-90 Person MILTON, VT $34,167- Form 990PF Sch. B, 2015 · filing

Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990PF period ending 2025-08-31 · view filing · original 990 ↗
$512,728$466,424 $6,213,154$6,184,264 -- $30,000--
2023 · Form 990PF period ending 2024-08-31 · view filing · original 990 ↗
$235,973$394,340 $6,137,960$6,137,960 -- $30,000--
2022 · Form 990PF period ending 2023-08-31 · view filing · original 990 ↗
$102,686$363,256 $6,296,327$6,296,327 -- $30,000--
2021 · Form 990PF period ending 2022-08-31 · view filing · original 990 ↗
$393,100$401,920 $6,556,897$6,556,897 $0- $30,000--
2020 · Form 990PF period ending 2021-08-31 · view filing · original 990 ↗
$563,450$454,973 $6,565,717$6,565,717 $0- $30,000--
2019 · Form 990PF period ending 2020-08-31 · view filing · original 990 ↗
$249,930$364,520 $6,457,240$6,457,240 $0- $20,000--
2018 · Form 990PF period ending 2019-08-31 · view filing · original 990 ↗
$328,641$370,367 $6,571,830$6,571,830 $0- $20,942--
2017 · Form 990PF period ending 2018-08-31 · view filing · original 990 ↗
$288,477$441,721 $6,613,555$6,613,555 -- $23,384--
2016 · Form 990PF period ending 2017-08-31 · view filing · original 990 ↗
$186,996$385,858 $6,766,799$6,766,799 $14,667- $4,663--
2015 · Form 990PF period ending 2016-08-31 · view filing · original 990 ↗
$6,256,607$274,616 $6,965,664$6,965,661 $6,202,326- $0--
2014 · Form 990PF period ending 2015-08-31 · view filing · original 990 ↗
$61,480$58,733 $983,670$983,670 -- $0--

Connected to

Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
STEVEN A MELMAN FOUNDATION INCFLT20 $510,748$222,391 President$3,500 Same NTEE code T20, revenue within 2x, same state, similar name
TAURUS FOUNDATION INCFLT20 $519,880$49,854 PRESIDENT, TREASURER, DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state, similar name
GARIPPA FOUNDATION INCFLT20 $512,722$50,476 Director$9,000 Same NTEE code T20, revenue within 2x, same state, similar name
DE VINK FOUNDATION INCFLT20 $504,190$391,156 Director$0 Same NTEE code T20, revenue within 2x, same state, similar name
REGMARK FOUNDATION INCFLT20 $489,366$458,811 PRESIDENT & CHARI$0 Same NTEE code T20, revenue within 2x, same state, similar name
LORDSHIP FOUNDATION INCFLT20 $542,603$565,521 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state, similar name
HAWKINS FAMILY FOUNDATION INCFLT20 $507,094$161,759 PRESIDENT/TREASURER$0 Same NTEE code T20, revenue within 2x, same state
SIDHU FAMILY FOUNDATION INCFLT20 $489,220$351,112 PRESIDENT$1,137 Same NTEE code T20, revenue within 2x, same state
DUBNER FAMILY FOUNDATION INCFLT20 $494,032$325,432 Vice President$36,000 Same NTEE code T20, revenue within 2x, same state
SEAN AND CATHY HANLON FOUNDATION INCFLT20 $523,415$365,189 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
BRODSKY FAMILY FOUNDATION INCFLT20 $514,091$637,498 SECRETARY &$0 Same NTEE code T20, revenue within 2x, same state
JAMES L DAVIS FOUNDATION INCFLT20 $525,261$595,627 PRESIDENT$24,025 Same NTEE code T20, revenue within 2x, same state
NORELLI FAMILY FOUNDATION INCFLT20 $498,245$1,878,041 DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state
ZOMMER FOUNDATIONFLT20 $527,454$477,943 Director$0 Same NTEE code T20, revenue within 2x, same state
DEAVER PHOENIX FOUNDATION INCFLT20 $508,315$185,028 CHAIRMAN PR$10,000 Same NTEE code T20, revenue within 2x, same state
STUART G LASHER FOUNDATION INCFLT20 $512,582$65,061 DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state
BIREN & TRISH SHAH FOUNDATION INCFLT20 $500,000$0 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
MIKULSKY HOPE MATTERS FOUNDATION INCFLT20 $529,407$172,965 PRESIDENT & TREASURER$0 Same NTEE code T20, revenue within 2x, same state
CHARLES AND SANDRA JOHNSTON FOUNDATION INCFLT20 $537,089$152,828 President$0 Same NTEE code T20, revenue within 2x, same state
W E CROSS CHARITABLE FOUNDATION INCFLT20 $533,760$578,909 PRESIDENT$66,020 Same NTEE code T20, revenue within 2x, same state
T & L LONGE CHARITABLE FOUNDATION INCFLT20 $491,582$325,934 DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state
INDIUM CORPORATION AND MACARTNEY FAMILY FOUNDATION INCFLT20 $509,961$511,643 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
MATTIE ESTHER HELEN ROSE FOUNDATION INCFLT20 $505,588$572,305 PRESIDENT & SECRETARY$0 Same NTEE code T20, revenue within 2x, same state
UNITED WAY OF MARTIN COUNTY FOUNDATION INCFLT20 $549,309$144,741 SECRETARY$213,492 Same NTEE code T20, revenue within 2x, same state
THE RINA & BHARAT PARIKH FOUNDATION INCFLT20 $490,083$218,261 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
WILLIAM E CROSS FOUNDATION INC Private foundation$6,990,2242 12022–2023 W E CROSS CHARITABLE FOUNDATION INC
HELPING HANDS SUPPORT INC DAF sponsor$363,8504 12018–2021 LORDSHIP FOUNDATION INC
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$163,5259 22016–2024 TWO FLY FOUNDATION INC; UNITED WAY OF MARTIN COUNTY FOUNDATION INC
NATIONAL CHRISTIAN CHARITABLE FOUNDATION DAF sponsor$161,91711 22012–2024 TWO FLY FOUNDATION INC; GARIPPA FOUNDATION INC
MCMURRY FOUNDATION Private foundation$76,5006 12020–2024 TWO FLY FOUNDATION INC
COMMUNITY FOUNDATION MARTIN ST LUCIE INC DAF sponsor$73,2016 12009–2014 UNITED WAY OF MARTIN COUNTY FOUNDATION INC
THE JOSEPH J SCOTT FOUNDATION Private foundation$60,0006 12010–2024 TWO FLY FOUNDATION INC
GREATER HORIZONS DAF sponsor$54,4911 12011–2011 MAKE A MARK FOUNDATION INC
COMMUNITIES FOUNDATION OF OKLAHOMA INC DAF sponsor$40,0004 12015–2018 TWO FLY FOUNDATION INC
GIVERS LEGACY FOUNDATION INC DAF sponsor$37,8962 12023–2024 LORDSHIP FOUNDATION INC
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor$15,0532 12021–2024 TWO FLY FOUNDATION INC
PETERSON CHARITABLE FOUNDATION Private foundation$12,0001 12024–2024 WAYNE W DYER FAMILY FOUNDATION
GREATER OLEAN COMMUNITY FOUNDATION DAF sponsor$11,0491 12021–2021 THE INTANDEM FOUNDATION INC
THE PARKMAN FAMILY FOUNDATION Private foundation$10,0001 12018–2018 PADRON FAMILY FOUNDATION
NATIONAL PHILANTHROPIC TR DAF sponsor$6,0001 12018–2018 TWO FLY FOUNDATION INC

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990PF · $466,424 spent · pay $30,000 · grants $345,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $345,000 74.0%
Other expenses $72,414 15.5%
Pay: officers, directors, trustees $30,000 6.4%
Fees: other professional $10,484 2.2%
Taxes $4,876 1.0%
Fees: accounting $3,650 0.8%
Total$466,424100%

View the filing

2023 · Form 990PF · $394,340 spent · pay $30,000 · grants $285,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $285,000 72.3%
Other expenses $67,270 17.1%
Pay: officers, directors, trustees $30,000 7.6%
Fees: other professional $8,860 2.2%
Fees: accounting $3,000 0.8%
Taxes $210 0.1%
Total$394,340100%

View the filing

2022 · Form 990PF · $363,256 spent · pay $30,000 · grants $255,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $255,000 70.2%
Other expenses $65,980 18.2%
Pay: officers, directors, trustees $30,000 8.3%
Fees: other professional $7,556 2.1%
Taxes $2,880 0.8%
Fees: accounting $1,840 0.5%
Total$363,256100%

View the filing

2021 · Form 990PF · $401,920 spent · pay $30,000 · grants $280,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $280,000 69.7%
Other expenses $71,504 17.8%
Pay: officers, directors, trustees $30,000 7.5%
Taxes $10,490 2.6%
Fees: other professional $8,076 2.0%
Fees: accounting $1,850 0.5%
Total$401,920100%

View the filing

2020 · Form 990PF · $454,973 spent · pay $30,000 · grants $340,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $340,000 74.7%
Other expenses $67,567 14.9%
Pay: officers, directors, trustees $30,000 6.6%
Fees: other professional $12,901 2.8%
Taxes $2,600 0.6%
Fees: accounting $1,905 0.4%
Total$454,973100%

View the filing

2019 · Form 990PF · $364,520 spent · pay $20,000 · grants $255,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $255,000 70.0%
Other expenses $65,934 18.1%
Pay: officers, directors, trustees $20,000 5.5%
Fees: other professional $12,526 3.4%
Taxes $9,320 2.6%
Fees: accounting $1,740 0.5%
Total$364,520100%

View the filing

2018 · Form 990PF · $370,367 spent · pay $20,942 · grants $270,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $270,000 72.9%
Other expenses $66,248 17.9%
Pay: officers, directors, trustees $20,942 5.7%
Fees: other professional $7,931 2.1%
Taxes $3,701 1.0%
Fees: accounting $1,545 0.4%
Total$370,367100%

View the filing

2017 · Form 990PF · $441,721 spent · pay $23,384 · grants $375,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $375,000 84.9%
Other expenses $33,796 7.7%
Pay: officers, directors, trustees $23,384 5.3%
Fees: other professional $4,704 1.1%
Taxes $2,875 0.7%
Fees: accounting $1,962 0.4%
Total$441,721100%

View the filing

2016 · Form 990PF · $385,858 spent · pay $4,663 · grants $370,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $370,000 95.9%
Fees: accounting $6,344 1.6%
Pay: officers, directors, trustees $4,663 1.2%
Fees: other professional $4,181 1.1%
Taxes $470 0.1%
Other expenses $200 0.1%
Total$385,858100%

View the filing

2015 · Form 990PF · $274,616 spent · pay $0 · grants $261,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $261,000 95.0%
Fees: other professional $7,585 2.8%
Fees: legal $2,470 0.9%
Fees: accounting $2,364 0.9%
Taxes $1,005 0.4%
Other expenses $192 0.1%
Total$274,616100%

View the filing

2014 · Form 990PF · $58,733 spent · pay $0 · grants $52,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $52,000 88.5%
Fees: other professional $3,080 5.2%
Fees: accounting $2,900 4.9%
Taxes $604 1.0%
Other expenses $149 0.3%
Total$58,733100%

View the filing